What is an AI Intake System?

Definition

An AI intake system collects caller or lead information during conversations to initiate sales or support workflows.

What is AI Intake System?

An AI intake system automatically greets, qualifies, and routes inbound inquiries across phone, SMS, and chat channels. It captures lead data and logs interactions without human intervention.

Real-World Example

A law firm receives 500 inbound calls weekly. Frontdesk answers 80% of calls, books 300 appointments, and logs 450 new leads into the CRM, increasing qualified leads by 60%.

How Frontdesk Works

Frontdesk uses 24/7 voice and text AI to answer calls, capture contact info, schedule appointments on integrated calendars, and auto‑log every interaction in the connected CRM.

Key Benefits

Continuous lead capture, reduced missed calls, and consistent brand voice.

Common Use Cases

Legal intake, medical triage, and financial advisory lead generation.

Getting Started

1. Activate Frontdesk. 2. Connect phone/SMS numbers and CRM. 3. Define intake scripts. 4. Launch the AI front line.

Why It Matters

Ensures no prospect is lost outside business hours, driving higher conversion rates and revenue.

Integrations

Run your customer operations automatically

Calls, messages, bookings, follow-ups, and admin handled end-to-end by AI.

  • Zapier

    Cal.com

    Pipedrive

    Zendesk

    Twilio

    Salesforce

    Shopify

    Slack

    Stripe

    Woo Commerce

    Big Commerce

    Simple Practice

    Housecall Pro

  • Hubspot

    Calendly

    Typeform

    Square

    Intuit

    Setmore

    Zoho

    Formstack

    Framer

    Whatsapp

    Instagram

    Facebook

    Clio

Integrations

Run your customer operations automatically

Calls, messages, bookings, follow-ups, and admin handled end-to-end by AI.

  • Zapier

    Cal.com

    Pipedrive

    Zendesk

    Twilio

    Salesforce

    Shopify

    Slack

    Stripe

    Woo Commerce

    Big Commerce

    Simple Practice

    Housecall Pro

  • Hubspot

    Calendly

    Typeform

    Square

    Intuit

    Setmore

    Zoho

    Formstack

    Framer

    Whatsapp

    Instagram

    Facebook

    Clio